mobile trends and opportunities
DESCRIPTION
These are slides from my session with http://www.ddve.ee/ students late August, 2013. I looked at some broad trends with focus on Asia and emerging markets and briefly touched upon the app economy.TRANSCRIPT
MobileTrends, opportuni1es, marke1ng
Siim Teller, August 2013
Who is Siim Teller?Tele2SkypeGrabCADFlaArOn Device Research
How can I help you?
We use the mobile internet to understand consumer opinion anywhere in the world.
10 million mobile surveys57 countries
Let’s start with people.Lots of people.
There are more Muslims in the circle than outside of it. There are more Hindus in the circle than outside of it. There are more Buddhists in the circle than outside of it. There are more communists in the circle than outside of it.
The circle pulls all of this off while being mostly water and including the most sparsely populated country on earth (Mongolia).
Source: United Na1ons Popula1on Division, July 2013
Age -‐ threats and opportuni1es?
Africa’s popula1on is exploding.What will the new needs be?
Where would you want to work / set up your business?
Country Smartphone subs in millions % of total subs Smartphone subs
growth Y/YChina 354 29% 31%USA 219 58% 28%Japan 94 76% 15%Brazil 70 23% 28%India 67 6% 52%UK 43 53% 22%
Indonesia 36 11% 34%Germany 32 29% 29%Russia 30 12% 38%Mexico 21 19% 43%
Philippines 19 18% 34%Iran 10 10% 40%Egypt 10 10% 34%
Globally 1.5 billion smartphone subscribers21% penetra1on31% growth
What is a mobile?Are these…?
No one has them (under 5% do)55% of smartphone users have heard of them20% plan to buy this yearOver 40% don’t know
More realis1cally…Mobile will become the hub for smart devices
PCs vs smartphones: the long view
PCs
Android + iOS smartphones
1.5Bsmartphone
users5B+ mobilephone users
Mobile = 15-‐20% of global internet traffic today. Will be 25% by end of 2014.
What’s your top 3 apps?
Es1mates for downloaded apps range from 56 to 82 billion in 2013.App revenues $20-‐25 billion.
700K of the 1.2M apps available for iPhone, Android, and Windows are zombies
A zombie…Never been updatedFewer than 10 reviewsvs2370 new apps published a day
In the US 50% of app revenue shared between just 25 developers. All of which (with the excep1on of Pandora) are game developers.
Yet a lot of companies are bemng that more apps will be built. BAAS, drag-‐and-‐drop app builders etc.
Problem withapps is discoverability.Appstores today are Yahoo circa 1997.
What’s BIG globally?
Social -‐ Facebook, WeChat, Line*, WhatsAppEntertainement -‐ Youtube, games, Instagram
* Ever heard of it? 230m registered users
We tend to overes1mate the effect of a technology in the short run and underes1mate the effect in the long run.
Amara’s law
Shit gets twice as good every 2 years.
Moore’s law
Know your local
Mobile-‐first and mobile-‐only internet usersMarch 2012 -‐ 38% Chinese web users connect only with mobile. More than 50% web browsing from mobile.
Do something different to get your app no1ced. Do Leviathan Warships (not literally).
